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Get Institutions for : 
First Trust Municipal High Income (FMHI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 136    7
Total shares held : 
7,844,454  
% of shares held : 
8.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  15  
Amount of shares held : 
1,823,776  
% of shares held change : 
  2.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 316,057
 4.03%
 
Increased Positions :
52
 2,385,965
 30.42%
 
Unchanged Positions :
23
 268,261
 3.42%
 
Decreased Positions :
44
-787,936
-10.04%
 
Closed Positions :
10
-90,310
-1.15%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   STEPHENS INC /AR/ 488 - 2024-03-31 30,100 $1,450,000 0
   RAYMOND JAMES TRUST CO 664 - 2024-03-31 11,783 $568,000 0
   US BANCORP 1730 - 2024-03-31 6,945 $335,000 0
   WADDELL & ASSOCIATES LLC 108 - 2024-03-31 6,520 $314,000 0
   EUDAIMONIA ADVISORS LLC 150 - 2024-03-31 4,916 $237,000 0
   Key Financial Inc 226 - 2024-03-31 4,375 $211,000 0
   Virtue Capital Management LLC 361 - 2024-03-31 4,355 $208,000 0
   Tanglewood Legacy Advisors LLC 120 - 2024-03-31 2,100 $101,000 0
   Stephens Consulting LLC 125 - 2024-03-31 1,973 $95,000 0
   BENJAMIN EDWARDS INC 417 - 2024-03-31 1,915 $92,000 0
   Creekmur Asset Management LLC 246 - 2024-03-31 1,107 $53,000 0
   Carmichael Hill & Associates Inc. 298 - 2024-03-31 1,028 $50,000 0
   M&R CAPITAL MANAGEMENT INC 255 - 2024-03-31 715 $34,000 0
   Spire Wealth Management 1540 - 2024-03-31 390 $19,000 0
   GPS Wealth Strategies Group LLC 836 - 2024-03-31 230 $11,000 0
   NBC SECURITIES INC. 1777 - 2024-03-31 142 $6,000 0
   BARCLAYS PLC 3973 - 2024-03-31 22 $1,000 0
   PROEQUITIES INC. 2581 - 2024-03-31 0 $0 0

  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results